+93.3%
MSFU vs HAS
+81.7%
+11.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.7% |
| 7D | +2.5% | -0.2% | +2.6% | +2.6% |
| 30D | -1.3% | +31.0% | -32.3% | -8.7% |
| 3M | +8.6% | +30.7% | -22.0% | +0.6% |
| 6M | +48.4% | +23.9% | +24.5% | +38.7% |
| YTD | +1.6% | +48.3% | -46.7% | -11.3% |
| 1Y | -5.8% | +60.2% | -66.0% | -20.0% |
| 3Y | +30.9% | +189.2% | -158.3% | -13.2% |
| All | +93.3% | +81.7% | +11.6% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling